| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $39K | $1K | $40K | 10.55% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $20K | $20K | 5.38% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE. SUITE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $17K | $17K | 4.58% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $1K | $12K | 3.23% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 10100 KATY FWY STE 400 HOUSTON, TX 77043 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.54% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $118 | $9K | 30.30% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 6.03% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $191 | $80 | $271 | 0.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $38 | — | $38 | 0.14% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $3K | $20 | $3K | 11.12% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $1K | $1K | 4.36% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $978 | $978 | 3.74% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $257 | $32 | $289 | 1.11% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $213 | $7K | 30.05% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 6.79% |
| PLANSOURCE BENEFIT ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 5.92% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $332 | $128 | $460 | 2.00% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | METLIFE LEGAL PLANS | — | $777 | $777 | 8.39% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $772 | — | $772 | 8.34% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | PO BOX 932330 ATLANTA, GA 31193 | METLIFE LEGAL PLANS | — | $466 | $466 | 5.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | 220 S. RIDGEWOOD AVE DAYTONA BEACH, FL 32114 | METLIFE LEGAL PLANS | — | $424 | $424 | 4.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR AUSTIN, TX 78746 | METLIFE LEGAL PLANS | — | $52 | $52 | 0.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N. CAPITAL OF TEXAS HIGHWAY SUITE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | — | $52 | $52 | 0.56% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 652 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 652 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 709 | $244K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $405K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $379K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $379K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $379K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $379K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 709 | $244K |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 652 | $439K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 709 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.